Josh Meier

Assistant Controller at Catholic Charities of Denver
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Contact Information
us****@****om
(386) 825-5501
Location
United States, US

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Credentials

  • Certified Public Accountant (CPA), Inactive
    Colorado Society of CPAs | COCPA
    Jul, 2011
    - Nov, 2024

Experience

    • United States
    • Non-profit Organization Management
    • 1 - 100 Employee
    • Assistant Controller
      • 2018 - Present

      • Produce and analyze monthly financials for 26 low-income affordable properties using the Yardi accounting software and created an interactive dashboard for management using Microsoft Excel. • Oversee the budget process for each property by providing 5-year trend analysis of revenues and expenses and meeting with stakeholders for input to achieve final budget approval from the board of directors. • Efficiently help the controller and accounting team complete the annual audit for each property. • Accurately calculate the debt service coverage ratio each month for each property. • Automated the operating bank reconciliation process which reduced a previous three-hour tedious task each month to three seconds with 100% accuracy. Further, improved the bank reconciliation process and recorded interest revenue for over 100 bank accounts. • Lead the company-wide insurance claim process. • Visually display days vacant and the aged receivable to inform management of potential concerns. Show less

    • United States
    • Religious Institutions
    • 100 - 200 Employee
    • Internal Auditor
      • 2012 - 2013

      • Summers of 2012 & 2013 • Provided assurance that parishes were complying with Archdiocesan financial reporting and internal control practices. • Summers of 2012 & 2013 • Provided assurance that parishes were complying with Archdiocesan financial reporting and internal control practices.

    • United States
    • Accounting
    • 1 - 100 Employee
    • Staff Accountant
      • Sep 2009 - Jul 2011

      • Prepared individual, partnership, and corporate income tax returns, maintained bookkeeping records in QuickBooks, assisted with audits, filed sales and payroll tax forms, designed tax reconciliation worksheets in Microsoft Excel. • Prepared individual, partnership, and corporate income tax returns, maintained bookkeeping records in QuickBooks, assisted with audits, filed sales and payroll tax forms, designed tax reconciliation worksheets in Microsoft Excel.

Education

  • Pontifical University of St. Thomas Aquinas - Angelicum
    Theology/Theological Studies
    2014 - 2017
  • St. John Vianney Theological Seminary
    Philosophy/Philosophical Studies
    2011 - 2014
  • Regis University
    Bachelors of Science, Accounting and Business Administration with an emphasis in finance, Summa cum laude
    2005 - 2009

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